2024-05-02T11:31:23-05:00 2023-06-30 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NY 14604 990 2022-07-01 261525207 ARRAY EDUCATION INC ARRA 6468938528 25 BROADWAY 3RD FLOOR NEW YORK NY 10004 YVONNE CHAO PARTNER 6468938528 2024-04-30 1 YVONNE CHAO 999009999 0 MICHELLE CAIN P00150750 5854231860 2024-04-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z NORMAN ATKINS 25 BROADWAY 3RD FLOOR NEW YORK NY 10004 44875416 0 X WWW.ARRAYEDUCATION.ORG X 2007 DE SEE SCHEDULE O 7 5 83 100 0 0 5600152 3284684 4994779 12285918 2627021 5287497 0 0 13221952 20858099 1516493 2850535 0 0 5763548 11268767 0 0 0 2754686 4017511 10034727 18136813 3187225 2721286 55276450 57295344 764940 1077503 54511510 56217841 X ARRAY EDUCATION IS AN INNOVATION STUDIO THAT SUPPORTS, CONNECTS, AND INVESTS IN TEACHING AND LEARNING PROJECTS STARTING WITH EARLY LITERACY AND CONTINUING THROUGH THE STRONG LAUNCH OF A YOUNG PERSON'S CAREER. 0 0 16978223 2850535 12285918 ARRAY EDUCATION'S VARIOUS PROGRAMS HAVE ACHIEVED MEANINGFUL ACCOMPLISHMENTS IN THE YEAR ENDED JUNE 30, 2023. THE COLLEGE SCHOLARS PROGRAM SERVED 420 INDIVIDUALS, INCLUDING 223 STUDENTS WHO RECEIVED SCHOLARSHIPS. THE PURPOSE PROGRAM SERVED 625 EDUCATORS ACROSS 94 SCHOOLS TO ENABLE THEM TO TEACH AND INSTILL PURPOSE IN THEIR STUDENTS. THE GLOBAL EDUCATION PROGRAM PARTNERED WITH 22 ORGANIZATIONS IN 14 COUNTRIES TO DEVELOP AND SCALE EFFECTIVE SCHOOLS TO IMPROVE STUDENT LEARNING GLOBALLY. THIS PROGRAM SPUN OUT OF ARRAY EDUCATION TO BECOME AN INDEPENDENT 501(C)3 ORGANIZATION, MARKING A SUCCESSFUL END TO ITS INCUBATION AT ARRAY EDUCATION. THE LITERACY PROGRAM PARTNERED WITH 14 ORGANIZATIONS TO SUPPORT APPROXIMATELY 60 SCHOOLS SERVING APPROXIMATELY 30,000 STUDENTS ACROSS THE U.S. TO SUPPORT HIGH QUALITY READING INSTRUCTION POWERED BY THE SCIENCE OF READING. THE CAREER-FOCUSED COLLEGE PROGRAM OPERATED A CAREER JUMPSTART PROGRAM FOR YOUNG ADULTS AND LAUNCHED A LEARN AND EARN INTERNSHIP FOR HIGH SCHOOL STUDENTS, SERVING 50 PARTICIPANTS OVERALL. A NEW PROGRAM THAT DEVELOPS AND DISTRIBUTES PROFESSIONAL DEVELOPMENT TOOLS AND TRAININGS TRANSITIONED INTO ARRAY EDUCATION FROM ANOTHER 501(C)3 ORGANIZATION; IT PARTNERED WITH OVER 200 SCHOOLS, DISTRICTS, AND EDUCATION ORGANIZATIONS TO PROVIDE PROFESSIONAL DEVELOPMENT TRAINING AND/OR INSTRUCTIONAL TOOLS TO OVER 1,200 TEACHERS. 16978223 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 82 0 83 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X YVONNE CHAO 6468938528 25 BROADWAY 3RD FLOOR NEW YORK NY 10004 LARRY ROBBINS CHAIR AND DIRECTOR 1.00 X X 0 0 0 BOB KARR DIRECTOR 1.00 X 0 0 0 RICH BUERY DIRECTOR (JOINED 11/4/22) 1.00 X 0 0 0 ALICIA JOHNSON DIRECTOR (JOINED 11/4/22) 1.00 X 0 0 0 SHELLEY SANDERS KEHL DIRECTOR (JOINED 11/4/22) 1.00 X 0 0 0 NORMAN ATKINS MANAGING PARTNER AND DIRECTOR, EX OFFICIO 40.00 X X 348080 0 44619 DAVID LEVIN PARTNER AND DIRECTOR 40.00 X X 158333 0 14000 YVONNE CHAO PARTNER AND OFFICER 40.00 X 201078 0 29827 NIKKI BRIDGES EXECUTIVE DIRECTOR, LIT 40.00 X 228627 0 18619 LAURA GARZA REGIONAL DIRECTOR, ONE WORLD 40.00 X 189644 0 22662 TWINKLE MORGAN EXECUTIVE DIRECTOR, CCS 40.00 X 207091 0 8238 BRIAN SIMS EXECUTIVE DIRECTOR, ONE WORLD 40.00 X 229574 0 9229 YUTAKA TAMURA EXECUTIVE DIRECTOR, NXU 40.00 X 196594 0 18937 1759021 0 166131 8 0 1 0 THE COLLEGE OF NEW JERSEY 2000 PENNINGTON ROAD EWING NJ 086280718 PROGRAM SERVICES 122912 1 3284684 3284684 PROGRAM REVENUE 611600 9501471 9501471 TRAINING REVENUE 611600 2605131 2605131 SUBSCRIPTION FEES 611600 179316 179316 12285918 7110713 7110713 22194101 24017317 -1823216 -1823216 -1823216 20858099 12285918 0 5287497 1417929 1417929 1432606 1432606 1040456 926815 113641 8528999 8055079 473920 224404 210153 14251 779883 719853 60030 695025 644476 50549 41740 39461 2279 68262 25876 42386 301616 16319 285297 22291 20452 1839 327094 276858 50236 201426 165605 35821 57645 46673 10972 PROGRAM EXPENSE 2626761 2618678 8083 STAFF RECRUITMENT AND D 205542 196256 9286 PRODUCT DEVELOPMENT 165134 165134 18136813 16978223 1158590 0 170014 1276616 8762062 10183535 10985014 419980 699969 2070949 194398 89638 336264 235518 112466 100746 21280324 31383639 13072203 11666225 0 104016 55276450 57295344 649337 760605 93532 211566 22071 105332 764940 1077503 X 18789097 25600092 35722413 30617749 54511510 56217841 55276450 57295344 2721286 -1014956 0 X X 0 1 X 1 0 X 5775626 10048437 2219235 5600152 3284684 26928134 5775626 10048437 2219235 5600152 3284684 26928134 5343201 21584933 1886207 1452482 1758698 2664260 7110713 14872360 8827 8827 41809321 24154489 0.51630 0.56760 X SCHEDULE A, PART II, SECTION A, LINE 1 THE ORGANIZATION RECEIVED AN UNUSUAL GRANT FROM AN UNRELATED PRIVATE FOUNDATION ON 11/24/2020. THE GRANT IS A PLEDGE OF $25,000,000 OVER 5 YEARS WITH A NET REALIZABLE VALUE OF $24,336,378. THE GRANT IS ANTICIPATED TO SUPPORT THE MISSION OF THE ORGANIZATION FOR A NUMBER OF YEARS, AND THE TOTAL AMOUNT OF THE GRANT IS GREATER THAN THE SUM OF ALL OTHER CONTRIBUTIONS FOR THE LAST FIVE YEARS. THEREFORE THIS GRANT IS EXCLUDED FROM THE PUBLIC SUPPORT PERCENTAGE CALCULATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5875 4515 1360 330389 231003 99386 100746 2,223 SHS ALTERNATIVE INVESTMENT 4803427 F BASEPOINT CAPITAL LLC 3060000 F LIGADO NETWORKS LLC 3802798 F 11666225 LEASE LIABILITY 105332 105332 X 19866364 -1014956 23221 -991735 20858099 0 20858099 18160033 23221 23221 18136812 0 18136812 PART X, LINE 2: THE ORGANIZATION IS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE VARIOUS JURISDICTIONS WHERE THEY ARE REQUIRED TO DO SO. THE ORGANIZATION FILES FORM 990 TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN NEW YORK STATE. WITH FEW EXCEPTIONS, AS OF JUNE 30, 2023, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS ENDED PRIOR TO JUNE 30, 2020. THE TAX RETURNS FOR YEARS ENDED JUNE 30, 2020 THROUGH JUNE 30, 2023 ARE STILL SUBJECT TO POTENTIAL AUDIT BY THE IRS AND TAXING AUTHORITIES IN NEW YORK STATE. MANAGEMENT OF THE ORGANIZATION BELIEVES THEY HAVE NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, THEY HAVE NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. CENTRAL AMERICA 0 3 PROGRAM SERVICES EDUCATION CONSULTING 79081 SOUTH AMERICA 0 0 PROGRAM SERVICES EDUCATION CONSULTING 21948 MIDDLE EAST 0 1 PROGRAM SERVICES EDUCATION CONSULTING 73893 SUB-SAHARAN AFRICA 0 5 PROGRAM SERVICES EDUCATION CONSULTING 228355 RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, 0 4 PROGRAM SERVICES EDUCATION CONSULTING 102379 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 3 PROGRAM SERVICES EDUCATION CONSULTING 13391 0 16 0 0 0 16 519047 0 519047 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION WORKS WITH GRANTEES TO VERIFY THAT THE FUNDS ARE USED FOR THE INTENDED PURPOSE TO ADVANCE THE MISSION OF THE ORGANIZATION. PART I, LINE 3: ACCRUAL METHOD PART III ACCOUNTING METHOD: 1 ONE WORLD NETWORK OF SCHOOLS 1 E ERIE ST SUITE 525-2870 CHICAGO IL 60611 880966029 1417929 0 PROGRAM ASSETS AND LIABILITIES SCHOLARSHIPS FOR ACADEMICALLY TALENTED, HIGHLY MOTIVATED STUDENTS WITH FINANCIAL NEED. 223 1432606 FMV SCHOLARSHIPS FOR STUDENTS IN COLLEGE SCHOLARSHIP PROGRAM PART I, LINE 2: GRANTS ARE MONITORED BY THE ORGANIZATION'S FINANCE PERSONNEL, WITH SUPPORT OF APPLICABLE PROGRAM PERSONNEL, THROUGH THE UTILIZATION OF COST CENTERS AND OTHER INFORMATION, INCLUDING WRITTEN DOCUMENTATION AND RECEIPTS. X X 0 1 0 0 0 0 0 0 0 NORMAN ATKINS MANAGING PARTNER AND DIRECTOR, EX OF 348080 0 0 0 0 0 32700 0 11919 0 392699 0 0 0 NIKKI BRIDGES EXECUTIVE DIRECTOR, LIT 228627 0 0 0 0 0 7398 0 11221 0 247246 0 0 0 BRIAN SIMS EXECUTIVE DIRECTOR, ONE WORLD 229574 0 0 0 0 0 9229 0 0 0 238803 0 0 0 YVONNE CHAO PARTNER AND OFFICER 201078 0 0 0 0 0 18530 0 11297 0 230905 0 0 0 YUTAKA TAMURA EXECUTIVE DIRECTOR, NXU 196594 0 0 0 0 0 7640 0 11297 0 215531 0 0 0 TWINKLE MORGAN EXECUTIVE DIRECTOR, CCS 207091 0 0 0 0 0 6283 0 1955 0 215329 0 0 0 LAURA GARZA REGIONAL DIRECTOR, ONE WORLD 189644 0 0 0 0 0 5542 0 17121 0 212307 0 0 0 DAVID LEVIN PARTNER AND DIRECTOR 125000 0 0 0 33333 0 14000 0 0 0 172333 0 0 0 PART I, LINE 4B THE FOLLOWING INDIVIDUALS PARTICIPATE IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AND RECEIVE EMPLOYER PAID AMOUNTS THAT ARE INCLUDED IN DEFERRED COMPENSATION: NORMAN ATKINS $20,500 457(B) PLAN DAVID LEVIN $10,250 457(B) PLAN YVONNE CHAO $10,250 457(B) PLAN FORM 990, PART I, LINE 1: ARRAY EDUCATION IS AN INNOVATION STUDIO THAT SUPPORTS, CONNECTS, AND INVESTS IN TEACHING AND LEARNING PROJECTS STARTING WITH EARLY LITERACY AND CONTINUING THROUGH THE STRONG LAUNCH OF A YOUNG PERSON'S CAREER. TO THIS END, ARRAY OPERATES SIX KEY PROGRAMS - A COLLEGE SCHOLARSHIP PROGRAM TARGETING HIGH-POTENTIAL, UNDERREPRESENTED STUDENTS FROM ESSEX COUNTY, NJ; A PURPOSE-FOCUSED PROGRAM WORKING WITH STUDENTS AND ADULTS TO HELP THEM TO EXPLORE, ARTICULATE, AND PURSUE THEIR PURPOSE; A GLOBAL EDUCATION PROGRAM FOCUSED ON IMPROVING STUDENT LEARNING BY DEVELOPING SCHOOL LEADERS; A PROFESSIONAL DEVELOPMENT DEVELOPMENT AND TRAINING PROGRAM SERVING TEACHERS, SCHOOL LEADERS, AND SCHOOL ORGANIZATIONS WHO SEEK TO IMPROVE INSTRUCTION; A LITERACY PROGRAM PARTNERING WITH SCHOOLS AND NONPROFIT ORGANIZATIONS TO SUPPORT HIGH QUALITY READING INSTRUCTION; AND A CAREER-FOCUSED COLLEGE PROGRAM TO ACCELERATE STUDENTS INTO JOBS THAT LEAD TO ECONOMIC FREEDOM. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FEDERAL FORM 990 WAS PROVIDED TO AND MADE AVAILABLE TO ITS BOARD FOR REVIEW BY ITS MEMBERS PRIOR TO FILING WITH THE IRS. AS PART OF THE TAX RETURN PREPARATION PROCESS THE ORGANIZATION HIRED A PROFESSIONAL CPA FIRM WITH EXPERIENCE AND EXPERTISE IN NOT-FOR-PROFIT TAX RETURN PREPERATION TO PREPARE THE FEDERAL FORM 990. THE CPA FIRM PREPARED A DRAFT FEDERAL FORM 990 AND FURNISHED IT TO THE ORGANIZATION'S FINANCE PERSONNEL FOR THEIR REVIEW. THE ORGANIZATION'S FINANCE PERSONNEL REVIEWED THE DRAFT FEDERAL FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO THE ORGANIZATION'S FINANCE PERSONNEL FOR FINAL REVIEW AND APPROVAL PRIOR TO PRESENTATION OF THE FEDERAL FORM 990 TO THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY ANNUALLY. ALL MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS AND SENIOR MANAGEMENT PERSONNEL ARE REQUIRED TO REVIEW THE EXISTING CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE. THE COMPLETED QUESTIONNAIRES ARE RETURNED TO THE ORGANIZATION'S DIRECTOR OF OPERATIONS FOR REVIEW. THE ORGANIZATION'S DIRECTOR OF OPERATIONS PREPARES A SUMMARY OF THE COMPLETED QUESTIONNAIRES WHICH CONTAINS INFORMATION DISCLOSED ON AN INDIVIDUAL BY INDIVIDUAL BASIS. THEREAFTER, THE ORGANIZATION'S DIRECTOR OF OPERATIONS PRESENTS THIS SUMMARY TO THE BOARD OF DIRECTORS FOR ITS REVIEW AND DISCUSSION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO IS DISCUSSED AND DETERMINED BY THE BOARD OF DIRECTORS, TAKING INTO ACCOUNT COMPENSATION PACKAGES OF COMPARABLE ORGANIZATIONS. THE BOARD DISCUSSES THE CEO'S COMPENSATION AND APPLICABLE COMPARABLE SALARY DATA. THE INDEPENDENT BOARD MEMBERS THEN DETERMINE THE COMPENSATION WITHOUT THE NON-INDEPENDENT BOARD MEMBERS PRESENT. THE OFFER OF EMPLOYMENT FOR THE CEO IS FORMALLY EXTENDED BY THE BOARD CHAIR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PART XII, LINE 2C EXPLANATION THE BOARD HAS NOT CHANGED ITS PROCESS FOR SELECTING THE INDEPENDENT AUDITOR NOR HAVE THEY CHANGED THE OVERSIGHT OF THE AUDIT FROM PRIOR YEARS.